Sector report: Is China keeping you up at night?

SECTOR REPORT

clock • 8 min read

There are good reasons why investors in the Asia Pacific ex Japan sector may be experiencing sleepless nights. None are to do with the muggy British weather of late. Paul Burgin reports.

The main concern for Asian equity investors at the moment is central bank policy. It now seems clear that quantitative easing (QE) will end at some point. Yet recent comments from the Fed and the European Central Bank, coupled with actions by the People's Bank of China, have left investors wondering when, in which direction, and how far, monetary policies will shift. The second concern is the slowing of the Chinese economy and its immediate impact on neighbouring countries. The weak US recovery and continued sluggishness in Europe are of little comfort either. Meanwhile, the final wor...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Economics / Markets

'Discussion-worthy stuff': Chinese assets under pressure

'Discussion-worthy stuff': Chinese assets under pressure

China has an 18% share of global GDP and only a 3% MSCI ACWI weighting

Chris Justham
clock 02 April 2024 • 2 min read
Why investors 'can't outrun' slow-moving demographics

Why investors 'can't outrun' slow-moving demographics

'Demographic change is a key megatrend'

Darius McDermott
clock 07 March 2024 • 5 min read
Spring Budget 24: Ten key takeaways from Jeremy Hunt's speech

Spring Budget 24: Ten key takeaways from Jeremy Hunt's speech

British ISA, Office for Budget Responsibility, tax cuts

Valeria Martinez
clock 07 March 2024 • 4 min read